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Procore

Export the Forms List to a CSV or PDF

Objective

To export the list of a project's forms to a CSV or PDF file.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Forms tool.
  • Additional Information:

Steps

  1. Navigate to the project's Forms tool.
  2. Click Export.
  3. Choose one of the following options:
    • PDF. Select this option to download a summary of the project's forms as a PDF file.
      Note: The PDF file includes the following information for each form: Name, Description, Created Date, and Created By.
    • CSV. Select this option to download a summary of the project's forms as a CSV file.
      Note: The CSV file includes the following information for each form: Template, Name, Description, Created Date, and Created By.

See Also

If you would like to learn more about Procore’s forms software and how it can help your business, please visit our construction quality and safety tool product page here.